Job Description

Level: Experienced
Job Location: Bradenton - Palmetto, FL 34221
Position Type: Full Time
Job Shift: Day
Job Category: Customer ServiceStorm Smart is one of the largest manufacturers of storm protection products in the America’s. We have an extensive list of accomplishments, including being recognized by Inc. Magazine as one of North America's fastest-growing privately held corporations.
Since our start in 1996, we have helped over 100,000 homeowners increase the value of their property by making their homes safer from storms and more energy efficient. We continue revolutionizing the storm protection industry powered by the most talented people with an unwavering drive to be the best.
Because we believe in our workforce, you will be welcomed into a winning culture that encourages continuous improvement, a challenging and rewarding work environment with a genuine desire to see each other succeed.
We also offer the following:
- Competitive Pay
- Health, Dental and Vision
- Company-paid Group Life Insurance
- Paid Time Off
- Holiday Pay
- Generous 401(k) plan that includes a 4% employer match.
- Tuition reimbursement
- Company-paid Short Term Disability Plan
- Critical illness, Hospital Indemnity, and Accident plans
- Volunteer Time Off
- Parental Leave
At Storm Smart, our success depends on people, productivity, and procedures.
The Showroom & Sales Operations Coordinator plays a critical role in delivering an exceptional customer experience while supporting Storm Smart’s Sales, Installation, and Service operations. As the first point of contact in the showroom, this position puts customers first by creating a welcoming, informative, and professional environment for every visitor.
This role delivers results by converting walk-in, phone, and internet inquiries into scheduled sales appointments, maintaining accurate CRM activity, and supporting the sales pipeline through quality-check calls and follow-up coordination. The Showroom & Sales Operations Coordinator owns accountability for accurate documentation, payment processing, and cross-department communication while acting with integrity in every customer interaction and transaction.
Through strong organization, proactive follow-up, and dependable execution, this role also leads with care by supporting Installation and Service teams, ensuring customers, technicians, and sales representatives are aligned, informed, and set up for success.
Key Responsibilities & Duties:
Put Customers First | Showroom & Customer Experience
- Approaches, greets, and assists every customer who enters the showroom with professionalism and care.
- Creates a positive, knowledgeable, and welcoming first impression of Storm Smart.
- Provides guidance on product options, brochures, and samples to support customer education and appointment setting.
- Ensures showroom displays, materials, and products are current, organized, and professionally presented.
- Maintains cleanliness, organization, and overall showroom appearance.
- Completes daily activity reports to track showroom visitors and customer interactions.
Deliver Results | Lead Development & Sales Operations
- Conducts daily lead development activities, converting walk-in, phone, and internet leads into scheduled appointments.
- Schedules and manages appointments using Salesforce, Chili Piper, calendars, and lead conversion tools.
- Meets daily in-person and outbound call activity expectations to support sales performance.
- Assists Sales Representatives with sales presentation materials and administrative preparation.
- Collects and processes customer payments accurately through the approved mobile application.
Own Accountability | CRM Management & Quality Assurance
- Places quality-check calls following sales appointments to ensure customer satisfaction and engagement.
- Maintains accurate and timely Salesforce CRM updates, including pre-call status, appointment outcomes, reschedules, cancellations, and quote-stage follow-ups.
- Creates follow-up actions for quoted appointments and re-engages customers in quote status.
- Monitors weekly appointment and activity reports, following up to ensure data accuracy and pipeline integrity.
Lead with Care | Installation & Service Support
- Responds professionally to incoming service calls and customer needs.
- Creates, tracks, dispatches, and closes service tickets using Acumatica and Microsoft Office tools.
- Coordinates closely with Installation and Service teams to ensure timely communication and job completion.
- Monitors technician assignments and follows up consistently, including within 24 hours of scheduling.
- Supports Installation operations through permit coordination, material delivery support, contract filing, and organized documentation.
Act with Integrity | Administrative & Operational Excellence
- Maintains accurate, organized, and compliant documentation across sales, service, and installation functions.
- Performs clerical functions including scanning, copying, and filing of service and sales documents.
- Handles customer payments, service tickets, and customer information with professionalism, confidentiality, and honesty.
- Supports special projects and operational initiatives, as assigned.
To perform this job successfully, an individual must be able to satisfactorily perform each essential function. The requirements listed represent the knowledge, skill, or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Please note that this job description is not designed to cover or contain a comprehensive listing of the activities, duties, or responsibilities required of the employee for this job. Duties, obligations, and activities may change at any time, with or without notice.
Required Skills/ Abilities:
- Strong customer-first mindset with a professional, caring presence
- Exceptional organization, follow-up, and documentation skills
- Ability to manage multiple priorities while maintaining accuracy
- Clear, respectful, and confident communication skills
- Comfortable working cross-functionally with Sales, Installation, and Service teams
- Strong problem-solving skills with a solutions-oriented approach
- Proficient in CRM and scheduling systems (Salesforce preferred)
- Working knowledge of Microsoft Office tools
Education/Experience/Licenses/Certifications:
- High school diploma or equivalent required
- Associate degree or related business coursework preferred
- 1–3 years of experience in customer service, sales support, showroom, service coordination, or administrative roles preferred
- CRM, scheduling, and service-ticket system experience strongly preferred
- Construction, home services, or retail showroom experience a plus

Work Environment
The work environment characteristics described here represent those employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The work environment is in an office setting with a quiet to moderate noise level and wear hand, eye, and hearing protection, when necessary.
Physical Demand
While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.
Storm Smart is an Equal Opportunity Employer (EOE) that values and respects the importance of a diverse and inclusive workforce. It is our policy to recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation, or gender identity.